HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,484
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$494K
3
+$453K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$408K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$364K

Top Sells

1
+$610K
2
+$332K
3
+$271K
4
BND icon
Vanguard Total Bond Market
BND
+$221K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$220K

Sector Composition

1 Consumer Staples 33.88%
2 Industrials 20.4%
3 Consumer Discretionary 7.42%
4 Communication Services 6.43%
5 Technology 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$5.35K ﹤0.01%
206
+90
902
$5.35K ﹤0.01%
51
-13
903
$5.32K ﹤0.01%
239
-10
904
$5.32K ﹤0.01%
+53
905
$5.18K ﹤0.01%
76
906
$5.18K ﹤0.01%
72
907
$5.13K ﹤0.01%
128
-14
908
$5.12K ﹤0.01%
41
+38
909
$5.12K ﹤0.01%
53
+43
910
$5.08K ﹤0.01%
185
-501
911
$5K ﹤0.01%
304
-17
912
$4.97K ﹤0.01%
325
-34
913
$4.95K ﹤0.01%
+130
914
$4.94K ﹤0.01%
73
+3
915
$4.91K ﹤0.01%
134
-7
916
$4.9K ﹤0.01%
181
-8
917
$4.89K ﹤0.01%
14
918
$4.88K ﹤0.01%
237
+55
919
$4.84K ﹤0.01%
298
+174
920
$4.78K ﹤0.01%
116
+2
921
$4.75K ﹤0.01%
68
922
$4.71K ﹤0.01%
46
-7
923
$4.67K ﹤0.01%
+12
924
$4.66K ﹤0.01%
57
+48
925
$4.65K ﹤0.01%
268
+10
35 36
37
38 39